See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,558 | $142,344-45.5% | $119,609-35.2% | $134,475-42.3% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -16.09% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,091 | $5,222-40.8% | $4,232-27.0% | $4,740-34.8% |
| Participant deferral / active EE | $7,698 | $6,469+19.0% | $5,602+37.4% | $6,400+20.3% |
| Admin fee / account holder | $8,962 | $13,584-34.0% | $10,323-13.2% | $11,426-21.6% |